Overview
During warehouse operations, in particular when picking goods, discrepancies between the actual stock level of goods and system data are found. To maintain the actual stock level, it is necessary to register adjustment notes in the system. The flow of the process depends on the nature of the discrepancy detected.
The most common case is a decreasing stock for shortage quantity. In this case, you must indicate the storage location, goods items.
A stock surplus case requires increasing stock, as well as indication of the storage location and items of such goods.
In case of misgrading, the reclassification of one item with another is required, without changing its quantity or storage location.
Damages of the goods are recognized as reclassification of goods with another quality item. Minor changes in consumer properties, as a rule, do not require further action. But significant changes in quality may require moving to a control storage location, blocking bins, and other measures, depending on the warehouse policy of the enterprise.
As a result of this process, stock levels are adjusted to actual levels.
Video guide
Adjust stock levels without inventory count flowchart
Paths
| Path | Warehouse and delivery → Surplus, shortage, stock quality change → Surplus, shortage and stock quality change |
|---|---|
| In-app link EN code |
e1cib/list/Document.InventoryRecount
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| In-app link RU code |
e1cib/list/ЖурналДокументов.СкладскиеОрдераНаИзлишкиНедостачиПорчи.Форма.ФормаСписка
|
How to decrease stock levels
1. Go to Warehouse and delivery, then click Surplus, shortage and stock quality change under Surplus, shortage, stock quality change.
2. In the list, select the Warehouse, click Create, then select the Inventory shortage note transaction.
3. In the document, click Goods tab, click the Barcode, enter the item ID.
4. Fill in the Storage bin ID and Quantity columns. Post the document.
How to increase stock levels
1. In the Surplus, shortage and stock quality change list, click Create, then select the Stock surplus note transaction.
2. In the document, click Goods tab, click the Barcode, enter the item ID.
3. Fill in the Storage bin ID and Quantity columns. Post the document.
How to reclass stock levels
1. In the Surplus, shortage and stock quality change list, click Create, then select the Stock reclass note transaction.
2. In the document, click Goods tab, click the Barcode, enter the item ID.
3. Fill in the Storage bin ID and Quantity columns within the Goods to adjust group.
4. Fill in Items, Variant, and Unit columns within the Stock surplus group. Post the document.
How to change stock quality
1. In the Surplus, shortage and stock quality change list, click Create, then select the Stock quality change note transaction.
2. In the document, click Goods tab, click the Barcode, enter the item ID.
3. Fill in the Storage bin ID.
4. Fill in Items, Variant, and Unit columns within the Stock of changed quality group. Enter the Quantity. Post the document.